> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# The sales dashboard
> Read your takings by period, find a past sale, see which products sold, and understand what the net position card is telling you.
export const StillStuck = ({topic}) =>
Still stuck{topic ? ` with ${topic}` : ''}?{' '}
Check Troubleshooting first —
it covers the failures we see most often. If that does not resolve it,{' '}
contact support and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.
;
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
**Sales** is the record of what your till has done. It is where you look up a receipt, check the day's takings, and see which products are actually moving.
## The screen
The header reads **Sales Dashboard** — "Track and analyze your pharmacy sales performance" — with a period select (**Today**, **Last 7 Days**, **This Month**, **All Time**) and two buttons: **Debtors** and **New Sale**.
Everything below the period select obeys it. Change the period and every tile, chart and table on the page re-reads.
Four tabs: **Overview**, **Recent Sales**, **Products** and **Analytics**.
## Overview
Four tiles across the top — **Total Revenue**, **Total Sales**, **Avg Sale Value** and **Items Sold** — then the **Net position** card, then the charts.
### The Net position card
Four figures that make one number honest:
| Line | What it is |
| -------------------------- | ------------------------------------------- |
| **Revenue** | What you took in over the period |
| **Cost of goods** | What the stock you sold cost you |
| **Expenses** | Running costs recorded over the same period |
| **Loss (expired/damaged)** | Stock written off, valued at what it cost |
Revenue on its own is not profit, and a pharmacy that reads only the top tile will believe a good week happened when it did not. Expenses are the line you control — the card is only as truthful as what you record on the [Expenses page](/pharmacy/money/expenses).
### The charts
**Sales Trend** plots takings over the period. **Payment Methods** breaks the same money down by tender. **Recent Sales** is a quick list of the latest transactions.
## Recent Sales
The **Sales History** table — **Sale #**, **Date & Time**, **Customer**, **Items**, **Payment**, **Amount** and **Status** — with **Search or scan receipt...** and a status filter (**All Status**, **Completed**, **Pending**, **Cancelled**, **Refunded**).
The search box takes a scan as well as typing: point a scanner at the barcode on a customer's receipt and the sale comes straight up. See [Set up a barcode scanner](/pharmacy/hardware/barcode-scanner).
A sale captured while the till was offline carries an **Offline** badge. It is a real, completed sale that reached the server later — the badge tells you the receipt the customer holds shows a provisional number rather than the one in this table. See [Selling when the internet is down](/pharmacy/pos/offline).
Refunds, voids and amendments to a past sale are worked from here and are covered in [Returns, voids and amendments](/pharmacy/pos/returns).
## Products
The **Product sales** card, filterable by product type, showing **Products**, **Units sold**, **Line revenue** and **Margin**.
**Line revenue** is the value of the lines themselves — it excludes sale-level tax, surcharges and whole-sale discounts, so it will not add up to **Total Revenue** and is not meant to.
**Margin** appears only where a cost was recorded when the stock was received. No lot cost, no margin — the column will not guess.
## What some people cannot see, and why
Two figures on this page are permission-gated, and they behave differently on purpose:
Without **View cost prices and margin**, the cost and margin columns read **Hidden — needs authorisation**. The rest of the Products tab still works.
Without **View the net position**, the whole card is gone — not zeroed, not blanked. A card showing 0 would be read as "we made nothing", which is a lie. Absent says "not yours to see".
Both are set per person by an owner or manager — see [Staff permissions](/platform/team/permissions). A cashier reaches **POS** and **Sales** and nothing else, which is deliberate.
## There is no Export button on this page
People hunt for one. Exports live in two other places:
* [**Reports and the executive dashboard**](/pharmacy/money/analytics) — the **Reports** card on **Executive** exports top products, sales, customers and payment methods.
* **Analytics** — every report in the workbench offers **Export** with a CSV or Excel copy of the view you are looking at.
## Debtors
**Debtors** opens the list of customers with an unsettled balance from a part-paid sale. Clearing one against a prepaid balance is done from the customer's own profile — see [Money on account](/pharmacy/customers/wallet).
## Related
The till itself, from search to completed sale.
What feeds the Expenses line on the net position card.
Refunding, voiding and amending a past sale.
The report workbench and the owner's dashboard.